See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 20 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Trustee (individual) | $51,416 |
FORVIS MAZARS, LLP7 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $34,855 |
AMALGAMATED BANK8+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities) | $14,454 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,135 | $51,197+357.3% | $82,719+183.0% | $66,914+249.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -18.13% | -9.64%-8.5pp | 701.18%-719.3pp | 1.58%-19.7pp |
| Employer contribution / active EE | $13,214 | $2,611+406.1% | $3,009+339.1% | $2,544+419.4% |
| Participant deferral / active EE | $6,712 | $3,458+94.1% | $4,395+52.7% | $4,237+58.4% |
| Admin fee / account holder | $841 | $416+102.4% | $5,329-84.2% | $593+41.8% |